Netflix says it is not renewing a distribution deal with cable network Epix, which means its U.S. subscribers will lose access to big Hollywood movies like “Hunger Games: Catching Fire”, “World War Z” and “Transformers: Age of Extinction”at the end of September. The trade-off, says Netflix: It is making its own movies — but subscribers will have to wait a while to see most of them.

After this deal expires most of the big Hollywood movies on Netflix will come from Disney - which includes Marvel, Pixar, and Lucasfilm. Netflix is banking that its original series and movies will be good enough to retain subscribers and attract new ones. Epic will look to replace the lost revenue with a deal with Hulu or someone else or a new exclusive deal with Amazon perhaps. Netflix really is trying to become HBO before HBO can become them.

However, HBO has done a pretty good job of making its content available to cable subscribers and cord-cutters/nevers alike. Anecdotally, I've been watching more and more HBO this year and less and less Netflix. It's almost September and I still haven't finished the current season of Orange is the New Black and never made it past the first episode of Marco Polo. In my opinion, HBO's content is consistently higher quality and more relevant to me. However, Netflix clearly wins on the variety and size of their content library. Hopefully this new battle between HBO and Netflix for original content creates even more great content for consumers that is available outside of the cable bundle.